CareerPlanSign in

Lead Technical Business Analyst - PCG

Saint Petersburg, Florida - United States💼 Full-time🗓 2026-10-01 → 2026-10-06

Core

Lead the elicitation, analysis, and documentation of business requirements for complex technology initiatives, translating objectives into actionable specifications and solution designs.

Role type

Lead Technical Business Analyst

Builds

High-quality technology solutions, AI-enabled workflows, and operational processes for Financial Services clients

Domain

Financial Services / Wealth Management / Capital Markets (via careerplan.io/jobs/R-0013245-lead-technical-business-analyst-pcg-at-raymondjames)

Required skills

Business analysis, requirements elicitation, process modeling, stakeholder facilitation, SQL, data analysis, SDLC methodologies (Agile/Scrum/Waterfall), solution documentation, AI requirements management

Preferred skills

CRM systems, enterprise SaaS, Generative AI, Intelligent Automation, Data Analytics, vendor software implementations

Technologies

Azure DevOps, TFS, ServiceNow, Splunk, Postman, Microsoft Office Suite, Visio, Lucidchart, Figma, Marvel

Responsibilities

Drive requirements elicitation and documentation for complex tech initiatives; Translate business objectives into user stories and solution specifications; Conduct business process analysis, gap assessments, and feasibility studies; Facilitate workshops and discovery sessions across business and tech teams; Collaborate with Product Owners, Developers, QA, and UX to deliver solutions; Assist in QA and UAT; Develop process maps, wireframes, and documentation leveraging AI capabilities; Serve as SME for assigned business domains; Support production issue triage and root cause analysis

Seniority

Senior, hands-on IC with leadership in AI innovation